Okay, let’s demystify Dynamics 365! Are you ready? Let’s break it down:
Dynamics 365 comes in three primary product categories:
1) Dynamics 365 CE (Customer Engagement) — this is the primary CRM Solution available from Microsoft which competes with Salesforce.com and other CRM Solutions.
2) Dynamics 365 Finance and Operations — this is the enterprise level (for companies 350MM++ in revenue) ERP (Enterprise Resource Planning) Solution.
3) Dynamics 365 Business Central — this is the mid-market ERP Solution.
It’s that simple! Done, right? Okay, let’s explore a little more so you can understand the solutions better.
Dynamics 365 CE — remember this is general CRM functionality which includes marketing, leads, opportunities, pipeline, account and contact management. I began working with this solution when it was CRM version 1.2 back in the 2003/2004 timeframe. It grew as versions 3, 4, 2011, 2013 and other versions were released, primarily as on premise solutions. Sometime around version 4 and 2011, you could get CRM both Online (called… CRM Online) or on premise. It has now primarily become a CRM online solution, called Dynamics 365.
Dynamics 365 Field Service functionality came to Dynamics 365 in 2016 when Microsoft bought FieldOne — a premier solution for field service companies. Built for a modern field service company’s needs, it includes sophisticated dispatch, scheduling, routing, services work orders and other aspects of the field service needs. It continues to grow and expand as functional areas.
Dynamics 365 Project Service functionality came to Dynamics 365 in 2016 when Microsoft built this solution internally, for Professional Services Companies. The solution is built for managing projects through skills and role management, costs and pricing matrices, resource pooling, automated scheduling, Gantt charting and task management.
Dynamics 365 Talent Management for companies focused on building a digital workforce, attracting the best candidates and managing the talent and HR aspects of the business successfully. This solution provides candidate profiles, offer information and streamlines everything from interview to hire.
Dynamics 365 Customer Service gives you the ability to engage with customers through realtime chat, give your agents a comprehensive view of the customer journey and overall meet and exceed the demands of your customer.
Further, there are other functions and features all within Dynamics CE that immeasurably build your sales and customer service capabilities!
In our next blog post, we will talk more about the Dynamics 365 ERP Solutions.
Dynamics 365 — What are the ERP Solutions and why are they important?https://www.modernerp.com/uncategorized/dynamics-365-what-are-the-erp-solutions-and-why-are-they-important